M
The Pinnacle Group was formed in 1995 for the purpose of bringing together some of the top business and personal financial planners from across the country to share their individual expertise.
Carefully selected guests are invited to speak before our premier national study group at our spring and fall meetings. Every meeting is evaluated as to content and benefit to the group and input is given to the host of the next meeting. As a result, each member has benefited in personal and professional development, with the ultimate benefit to the community and clients they serve. Below are the dates of our upcoming meetings:
August 17th - 20th, 2011
Cleveland, Ohio
February 9th - 11th, 2012
Lake Mary, Florida

To register for the event visit:   www.regonline.com/2012PSG
August 16th - 18th, 2012
Omaha, Nebraska

 

"Everyone has talent. What is rare is the courage to follow the talent to where it leads."

Directory of Our Members
Mitch Arnold
Mitch Arnold, CLU

Financial Services of Central Florida, Inc.
135 Middle Street, Suite 1001
Lake Mary, FL 32746
Phone: (407) 323-5404
Fax:(407) 323-7054
E-mail: Mitch.Arnold@lpl.com
Securities offered through LPL Financial Member FINRA/SIPC.
Larry J. Baker
Larry J. Baker, CLU, ChFC
Emeritus Member

4235 Stone Bridge Drive
Springfield, OH 45504
Ph:(937)399-7225
Cell:(937)206-7790
E-mail: Janebaker1977@yahoo.com

Gregg Beemer
Gregg Beemer

Capital Analysts of The Midwest, Inc.
3131South Dixie Dr., Suite 102
Dayton, OH 45439
Phone: (937) 293-8808
Fax: (937) 293-5075
E-mail: gbeemer@aic-inc.net
Russell H. Bishop, Jr.
Russell H. Bishop, Jr., CLU, ChFC, CFPR, CAPR

Harvest Advisers, LLC
550 Pinetown Rd., Suite #224
Fort Washington, PA 19034-2607
Phone: (215) 628-9200
Fax: (215) 628-8404
E-mail: russb@harvestadvisers.com
Website: www.harvestadvisers.com
Loren Buser
Loren Buser
Emeritus Member

Loren Buser Insurance
2004 College Street
Cedar Falls, IA 50613
Phone: (319) 268-0494
Fax: (319) 268-0495
E-mail: B30327@cfu-cybernet.net

Mark Carolin
Mark Carolin
Provisional Member

ConceptWealth
2200 Thousand Oaks Suite 102
San Antonio, Texas 78232
Phone: (210) 293-6220
Fax: (210) 568-4254
E-mail: carolin@conceptwealth.com

John S. Clarke
John S. Clarke, CLU, ChFC

Grayhill, Ltd.
390 Union Boulevard, Suite 280
Lakewood, CO 80228
Phone: (303) 296-8201
Fax: (303) 296-8230
E-mail: jclarke@grayhill.net
Website: www.grayhillllc.com
Larry C. Clayton
Larry C. Clayton, CLU, ChFC

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: lclayton@cfhfinancial.com
Website: www.cfhfinancial.com
Daniel C. Danese
Daniel C. Danese, CFP(R), CLU

Legacy Solutions, Inc.
200 S. Union Street
Kennett Square, PA  19348
Phone: (610) 444-9920
Fax: (610) 444-9918
E-mail: ddanese@legacysolutions.org
Website:www.legacysolutions.org

Jim S. Forbis
Jim S. Forbis, CLU, ChFC, CSA

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: jimforbis@cfhfinancial.com
Website: www.cfhfinancial.com
Grant Foster
Grant Foster, CLU, ChFC, AEP

Foster Financial
507 West 18th Street
Austin, TX 78701
Phone: (512) 473-8682
Fax: (512) 473-2922
E-mail: gfoster@fosterfinancial.com
Website: www.fosterfinancial.com
Albert E. Gibbons
Albert E. Gibbons, CLU, ChFC, AEP

AEG Financial Services
1288 Valley Forge Rd., #53
Phoenixville, PA 19460
Phone: (610) 917-8940
Fax: (610) 917-8962
E-mail: algibbons@algibbons.com
Website: www.algibbons.com
Dick Herrick
Dick Herrick, CLU, ChFC

Savage and Associates
P.O. Box 8526
Toledo, OH 43623
Phone: (419) 475-8665
Fax: (419) 725-7730
E-mail: dick.herrick@savageandassociates.com
Website: www.savageandassociates.com
James Laurent
James Laurent, CLU, ChFC

Laurent & Associates
4701 Baptist Road, #105
Pittsburgh, PA 15227
Phone: (412) 885-3400
Fax: (412) 885-3402
E-mail: jflep@cs.com
Website: www.laurentwealthmanagement.com
Wayne Minich
Wayne Minich, CLU, ChFC

Applied Financial Concepts, Inc.
P.O. Box 472
Richfield, OH 44286-0472
Phone: (330) 659-2234
Fax: (330) 659-2151
E-mail: planning@appliedfin.com
Website: www.appliedfin.com
Donald L. Moore
Donald L. Moore, CLU, ChFC

Chesapeake Financial Strategies, LLC
7501 Greenway Center Drive
Suite 420
Greenbelt, MD  20770
Phone: (301) 474-8300
E-mail: info@chesapeakefinancialstrategies.com
Website: www.chesapeakefinancialstrategies.com
Mike Owens
Dwain Owens, CLU, ChFC, RFC
Provisional Member

Strategic Legacy Advisors Inc.
2360 Pershing Road
Columbus, NE 68601
Phone: (402) 564-7197
Fax: (402) 564-1516
E-Mail: dwain@strategiclegacyadvisors.com
Website: www.strategiclegacyadvisors.com
Mike Owens
Mike Owens, CLU, ChFC, RFC

Strategic Legacy Advisors Inc.
875 South 48th Street
Lincoln, NE 68510
Phone: (402) 434-2442
Fax: (402) 434-2450
E-mail: mike@strategiclegacyadvisors.com
Website: www.strategiclegacyadvisors.com
Timothy M. Reis
Timothy M. Reis, LUTCF

Reis Financial Services, LLC
2131 W. Washington Street
West Bend, WI 53095
Phone: (262) 338-0018
E-mail: tim@reisfinancial.net
Guy Swain
Guy Swain, CLU, ChFC, CFP(R)

 

Edwin W. Thauer, Jr.
Edwin W. Thauer, Jr., CLU, ChFC, LIC

Design Underwriting Inc.
985 Parchment Drive
Grand Rapids, MI 49546
Phone: (616) 957-3380
Fax: (616) 957-0343
E-mail: ed.thauer@designunderwriting.com
Website: www.designunderwriting.com
Robert A. Wright
Robert A. Wright

Wright & Company
25 Executive Drive, Suite E
P.O. Box 4819
Lafayette, IN 47903-4819
Phone: (765) 449-1775
Fax: (765) 447-4473
E-mail: bob@robertawright.com
Website: www.thewrightapproach.com
Irwin M. Zagoria
Irwin M. Zagoria

IMZ Financial Services, Inc.
137 W. Royal Palm Road
Boca Raton, FL 33432
Phone: 561.368.2336
Fax: 561.368.2339
E-Mail: irwin@imzfinancial.com
Website: http://imzfinancialservices.com